See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,867 | $81,632+35.8% | $70,449+57.4% | $158,922-30.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.36% | 208.40%-200.0pp | 109.03%-100.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $4,518 | $3,217+40.4% | $2,737+65.1% | $4,761-5.1% |
| Participant deferral / active EE | $12,977 | $4,554+185.0% | $3,709+249.9% | $5,982+116.9% |
| Admin fee / account holder | $1,877 | $6,193-69.7% | $3,845-51.2% | $11,246-83.3% |